Filed February 7, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $33,291 |
CMFG LIFE INSURANCE COMPANY3 years Filed as: MEMBERS CAPITAL ADVISORS, INC. DBA Service code 27 · EIN 42-0388260 | Advisory (Plan) | $9,323 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,925 | $129,227-73.7% | $184,256-81.6% | $77,762-56.4% |
| Participation rate | 97.6% | 87.4%+10.2pp | 86.8%+10.7pp | 70.6%+27.0pp |
| Annual return | 15.63% | 33.24%-17.6pp | 28.85%-13.2pp | 31.27%-15.6pp |
| Employer contribution / active EE | $1,725 | $4,412-60.9% | $6,427-73.2% | $2,728-36.8% |
| Participant deferral / active EE | $4,084 | $7,307-44.1% | $9,133-55.3% | $4,651-12.2% |
| Admin fee / account holder | $137 | $256-46.4% | $13,899-99.0% | $433-68.3% |